Financial Education

We know you face important financial decisions every day and we are here to help. This program will equip you with the critical knowledge and skills you need to make the financial decisions that are best for you.

Please note: These links will take you to our financial wellness portal. This is free for everyone, not just 1st Source clients. The login for this portal is optional and NOT your online banking password.

Self-Paced Financial Education

Whatever your stage of life or financial situation there is always more to learn. With our online lessons, you can learn about budgeting, building credit, money management, owning a home, retirement planning, and more. We also have education for aspiring business owners. Choose from our selection of learning plans designed to help you reach your financial goals.

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Interactive Financial Quizzes

Our short, interactive quizzes make learning about money fun and easy. Test your knowledge on topics like budgeting, saving, investing, and credit management. Each quiz only takes a few minutes and provides instant feedback and explanations, helping you understand key financial concepts and improve your money management skills.

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Getting Ready for Big Events

Prepare for financial decisions, big or small. Our calculators provide precise and personalized insights, whether you're creating a budget, paying off a credit card, buying a home or car, or preparing for retirement. Simply enter your details to see how different scenarios might play out, empowering you to make informed choices about your money.

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Sign up for one-on-one financial coaching

If you want some help creating a financial plan or managing your money we can help. You can meet in person with a financial professional who is committed to earning your trust and helping you reach your goals.

We can also help if you need some guidance investing your money or planning for retirement. We’ll set up a meeting with a financial advisor.

 


This Week's Featured Content

Savings

Featured Articles

Saving money is essential for a secure and comfortable future. It helps you handle unexpected expenses, achieve your dreams, and gives you peace of mind. Think of it as a safety net that supports you through life’s ups and downs. Our expert advice articles are designed to guide you every step of the way.

 

Skill Builder Challenge

Saving with a purpose is the secret to making your goals a reality. This activity will help you set concrete savings goals and show you how much you need to save every month to reach them.